Centurion Financial Strategies LLC

RIASEC Registered
Total AUM
$78.5M
Discretionary
$78.5M
100% of AUM
Avg account
$209K
Accounts
375
Employees
5
Advisory reps
1

Firm details

Headquarters
Bloomington, Minnesota
CRD number
316454
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI78.22%
  • Individuals19.46%
  • Pension & Profit Sharing Plans2.03%
  • Other0.29%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Centurion Financial Strategies LLC is an independent registered investment adviser organized as an LLC that serves individual, family and select institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses and bills clients on a percentage-of-assets and hourly basis. It does not present itself as an ESG specialist, a multi-state adviser, a pension consultant or a capital allocator. Centurion maintains ties to insurance and real estate broker firms, which informs its use of annuities and real-estate-related investment opportunities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Cash & Cash Equivalents 11%, Exchange Traded Equities 3%86%
  • Public Funds/Mutual Funds86%
  • Cash & Cash Equivalents11%
  • Exchange Traded Equities3%

Owners & executives

1 of 1
  • David Denniston

    David Denniston

    Managing Partner and Chief Investment OfficerCRD 4697676

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Bloomington, MN

Hennepin

Location

Bloomington, MN

Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
3600 American Blvd W
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth